City : Montreal

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the opportunity?

As a Senior Client Relationship Specialist, you will be a key contact for account management including post sales activities, complex contractual and plan design inquiries, and installation. You will identify cross-selling opportunities by providing superior service in assisting producers and group plan administrators by resolving problems and proactively recommending solutions

 

What will you do?

• Taking accountability for resolving client / advisors inquiries by determining appropriate action for complex issues, both internally and externally, with minimal management involvement, in addition to proactively recommends solutions and ideas when resolving problems

• Establishing relationships with producers and group plan administrators

• Processing plan changes, termination of policies, transfer of AOR, plan design changes, legal name changes, billing etc.

• Providing client / advisor education and training on product, product information and RBC Systems

• Maintaining accurate producer contact information through SFDC

• Taking personal responsibility for maintaining awareness and acting in accordance with RBC risk management policies and procedures

• Driving efficient process improvements consistently

 

What do you need to succeed?

Must-have

• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.

• Minimum of 2 years of customer service experience in insurance

• Valid driver's license is required for occasional training purposes

• Excellent Organization Skills

• Resourcefulness

• Excellent Time Management

• Account Management and Problem Resolution skills

• Strong computer literacy skills.

 

Nice-to-have

• General Insurance knowledge

• Product knowledge for all Group lines of business

• Understanding of Group Insurance market

• Professional sales and client experience

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

• Access to a variety of job opportunities across businesses and geographies

• Financial strength and a strong brand

RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager.

Job Skills

Customer Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities, Sales Support, Teamwork

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉALMONTRÉALCanada37.5Full timeINSURANCERegularSalaried2025-05-082025-06-06

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.